Boston Client Experience & Operations Associate

KBW Financial Staffing & Recruiting; Boston (MA); On-site; USD 60,000 - 75,000; Full time

Job summary

KBW Financial Staffing & Recruiting is assisting a client in Boston seeking a Client Service Operations Analyst with 0-2 years of experience in a busy office. The role focuses on delivering responsive client support, coordinating new account onboarding, and maintaining strong service levels.

Responsibilities include preparing client materials, collaborating with Operations, Sales, and Compliance teams, and supporting portfolio review processes while ensuring accuracy and timeliness.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline.
• 0–2 years of experience in financial services, ideally with exposure to investment operations or client support.
• General understanding of investment products and financial markets.
• Ability to adapt to evolving business needs and meet deadlines in a fast-paced environment.

Responsibilities

• Develop and maintain productive relationships with clients, shareholders, and internal partners to ensure a positive client experience.
• Coordinate onboarding of new accounts, documentation, advisory agreements, and reporting requirements.
• Handle client inquiries, account transactions, asset transfers, meeting requests, and other service-related matters promptly.

Skills

Experience: 0–2 years in financials

Investments product knowledge

Education

Bachelor's degree in Business, Finance, Economics, or related

Job description

KBW Financial Staffing & Recruiting is assisting a client in Boston seeking a Client Service Operations Analyst with 0-2 years of experience in a busy office. The role focuses on delivering responsive client support, coordinating new account onboarding, and maintaining strong service levels.

Responsibilities include preparing client materials, collaborating with Operations, Sales, and Compliance teams, and supporting portfolio review processes while ensuring accuracy and timeliness.